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Measured Wealth Private Client Group’s Haleon HLN Stock Holding History

Measured Wealth Private Client Group’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Hold
1,997
– – ﹤0.01% 497
2026
Q1 		$20K Hold
1,997
– – 0.01% 472
2025
Q4 		$20.2K Hold
1,997
– – 0.01% 479
2025
Q3 		$17.9K Buy
+1,997
New +$19.2K ﹤0.01% 488

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Measured Wealth Private Client Group's HLN Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Haleon (HLN) position steady in Q2 2026 at 1,997 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Measured Wealth Private Client Group first reported a position in HLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.2K in Q4 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Measured Wealth Private Client Group held 1,997 shares of Haleon worth $18.6K as of Q2 2026.
  • Measured Wealth Private Client Group left its Haleon share count unchanged in Q2 2026.
  • Haleon made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #497 holding.
  • Measured Wealth Private Client Group first reported a position in Haleon in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Haleon position peaked at $20.2K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.